Defined Benefit (Pension) · DOL Form 5500 · 2024

Commonwealth Federal Credit Union Dba Commonwealth Credit Union Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
130
Participants Small participant base
86th
Percentile by assets National rank
$453,798
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commonwealth Credit Union Pension Plan · Sponsored by Commonwealth Federal Credit Union Dba Commonwealth Credit Union · Kentucky · Finance & Insurance

$59M in assets, 130 participants

Commonwealth Federal Credit Union Dba Commonwealth Credit Union's Commonwealth Credit Union Pension Plan reported $59M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,679 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Commonwealth Credit Union Pension Plan covers 130 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $59M.

#6,679
in Finance & Insurance (8,549 peers)
+6.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Commonwealth Credit Union Pension Plan's outsized position by total assets

Commonwealth Credit Union Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$58,993,694 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Commonwealth Credit Union Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commonwealth Credit Union Pension Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Commonwealth Credit Union Pension Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Commonwealth Credit Union Pension Plan end-of-year assets rose from $56M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Commonwealth Credit Union Pension Plan reported participants fell from 137 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610671028 · Commonwealth Federal Credit Union Dba Commonwealth Credit Union PY 2024 · Defined Benefit (Pension)

Commonwealth Credit Union Pension Plan · $59M · 130 · 86th

  • ASSETS $59M
  • ASSETS 130
  • ASSETS 86th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Christian Labor Assn Pension Trust Defined Benefit Plan
  • ASSETS ind #6679

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Kentucky →

Commonwealth Credit Union Pension Plan in the asset neighbourhood

Plumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$59MRetirement Plan of the Tennessee Farm Bureau FederRetirement Plan of the Tenne…$59MChristian Labor Assn Pension Trust Defined Benefit PlanChristian Labor Assn Pension…$59MCommonwealth Credit Union Pension PlanCommonwealth Credit Union Pe…$59MWalton Electric Membership Corporation Pension PlanWalton Electric Membership C…$59M
End-of-year total assets ($M) among Commonwealth Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$59M
Net Income$3M
Employer EIN610671028
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Federal Credit Union Dba Commonwealth Credit Union)

Sponsor-wide plan assets over time

All Commonwealth Federal Credit Union Dba Commonwealth Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 00.511.5 Total assets ($B) Participants Commonwealth Credit Union Pension Plan, Total assets ($B): 0.058993694 · Participants: 130Commonwealth Credit Union Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union Pension Plan side-by-side with 3 peers →

Commonwealth Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Christian Labor Assn Pension Trust Defined Benefit Plan in MN ($59M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Commonwealth Credit Union Pension Plan assets move in 2024? ▼
Commonwealth Credit Union Pension Plan grew at a solid clip - up 6.0% during 2024, from $56M to $59M. Reported net income was $3M.
How have Commonwealth Federal Credit Union Dba Commonwealth Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Federal Credit Union Dba Commonwealth Credit Union's sponsor-wide assets grew 2.8%, from $77M to $79M.
Where does Commonwealth Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Commonwealth Credit Union Pension Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Christian Labor Assn Pension Trust Defined Benefit Plan in MN ($59M, 393 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (130 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610671028.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.